Vault-13

ISHARES TR IBTG

IBONDS 26 TRM TS · ETP · CUSIP 46436E858

318 institutional holders -6 vs Q1 2026
82,479,67082.5m shares reported held*
$1.9bnreported value*
22 new 116 added 113 reduced 22 sold out net bought ≈ $10.1m (+431.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($257.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.90.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 36Q4 22: 71Q1 23: 87Q2 23: 101Q3 23: 107Q4 23: 160Q1 24: 178Q2 24: 191Q3 24: 212Q4 24: 250Q1 25: 266Q2 25: 283Q3 25: 293Q4 25: 313Q1 26: 324Q2 26: 318318Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202236
Q4 202271
Q1 202387
Q2 2023101
Q3 2023107
Q4 2023160
Q1 2024178
Q2 2024191
Q3 2024212
Q4 2024250
Q1 2025266
Q2 2025283
Q3 2025293
Q4 2025313
Q1 2026324
Q2 2026318

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 143 bought or addedQ3 24: 45 cut or sold outQ4 24: 176 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 174 bought or addedQ1 25: 64 cut or sold outQ2 25: 166 bought or addedQ2 25: 81 cut or sold outQ2 25Q3 25: 181 bought or addedQ3 25: 85 cut or sold outQ4 25: 204 bought or addedQ4 25: 84 cut or sold outQ4 25Q1 26: 163 bought or addedQ1 26: 126 cut or sold outQ2 26: 138 bought or addedQ2 26: 135 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414345
Q4 202417644
Q1 202517464
Q2 202516681
Q3 202518185
Q4 202520484
Q1 2026163126
Q2 2026138135

Biggest buyers

Arax Advisory Partners New +1,538,030+1.5m
Integrated Wealth Concepts LLC Added +1,230,428+1.2m
NewEdge Advisors, LLC Added +769,379+769.4k
JPMORGAN CHASE & CO Added +512,021+512.0k
Beacon Pointe Advisors, LLC Added +424,380+424.4k
MONEY CONCEPTS CAPITAL CORP Added +419,741+419.7k
Tower Research Capital LLC (TRC) New +376,204+376.2k
JANE STREET GROUP, LLC Added +316,437+316.4k
Wealthspire Advisors, LLC Added +249,898+249.9k
Archer Investment Corp Added +200,888+200.9k

Biggest sellers

BAILARD, INC. Reduced -1,457,312-1.5m
NorthCoast Asset Management LLC Reduced -1,089,340-1.1m
BlackRock, Inc. Sold out -660,616-660.6k
McGuire Investment Group, LLC Sold out -382,176-382.2k
RAYMOND JAMES FINANCIAL INC Reduced -304,217-304.2k
Focus Partners Wealth Reduced -300,205-300.2k
Sound View Wealth Advisors Group, LLC Reduced -290,413-290.4k
HM PAYSON & CO Reduced -250,869-250.9k
Atlantic Private Wealth, LLC Reduced -242,730-242.7k
Independent Advisor Alliance Reduced -157,763-157.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HM PAYSON & CO 1.72% of their portfolio PORTLAND, ME 5,657,3545.7m $129.5m $129.5m 1.72% Reduced -250.9k -250,869
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,303,9324.3m $98.5m $98.5m 0.01% Added +150.5k +150,498
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,991,5824.0m $91.4m $91.4m 0.00% Reduced -87.8k -87,830
4 NorthCoast Asset Management LLC 1.75% of their portfolio STAMFORD, CT 3,459,5513.5m $79.2m $79.2m 1.75% Reduced -1.1m -1,089,340
5 Integrated Wealth Concepts LLC 0.32% of their portfolio WALTHAM, MA 2,826,0712.8m $64.7m $64.7m 0.32% Added +1.2m +1,230,428
6 NewEdge Advisors, LLC 0.18% of their portfolio NEW ORLEANS, LA 2,698,2602.7m $61.8m $61.8m 0.18% Added +769.4k +769,379
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,504,0182.5m $57.3m $57.3m 0.01% Added +109.1k +109,145
8 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 2,437,0852.4m $55.8m $55.8m 0.07% Reduced -86.4k -86,411
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,394,0762.4m $54.8m $54.8m 0.01% Added +30.0k +29,962
10 Capital Investment Advisors, LLC 0.71% of their portfolio ATLANTA, GA 2,337,8742.3m $53.5m $53.5m 0.71% Reduced -147.4k -147,388
11 Connecticut Wealth Management, LLC 1.63% of their portfolio FARMINGTON, CT 1,924,9241.9m $44.1m $44.1m 1.63% Added +125.1k +125,130
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.24% of their portfolio IRVING, TX 1,908,6801.9m $43.7m $43.7m 0.24% Added +48.7k +48,701
13 Financial Advisory Corp 4.83% of their portfolio Grand Rapids, MI 1,591,1461.6m $36.4m $36.4m 4.83% Reduced -11.4k -11,402
14 SUMMITRY LLC 1.17% of their portfolio Foster City, CA 1,554,8031.6m $35.6m $35.6m 1.17% Added +25.1k +25,135
15 Arax Advisory Partners 0.23% of their portfolio NEW YORK, NY 1,538,0301.5m $35.2m $35.2m 0.23% New
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,477,0911.5m $33.8m $33.8m 0.01% Reduced -129.6k -129,565
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,411,2331.4m $32.3m $32.3m 0.01% Added +46.2k +46,196
18 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,386,3131.4m $31.7m $31.7m 0.01% Reduced -304.2k -304,217
19 Wealthspire Advisors, LLC 0.16% of their portfolio NEW YORK, NY 1,274,1421.3m $29.2m $29.2m 0.16% Added +249.9k +249,898
20 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.31% of their portfolio MINNEAPOLIS, MN 1,020,6981.0m $23.4m $23.4m 0.31% Reduced -119.8k -119,758
21 Krilogy Financial LLC 0.67% of their portfolio ST. LOUIS, MO 993,197993.2k $22.7m $22.7m 0.67% Added +73.1k +73,094
22 OneAscent Financial Services LLC 1.00% of their portfolio BIRMINGHAM, AL 911,609911.6k $20.9m $20.9m 1.00% Added +5.5k +5,539
23 Horizon Advisory Services, Inc. 8.66% of their portfolio WEST HENRIETTA, NY 897,318897.3k $20.5m $20.5m 8.66% Added +19.0k +19,042
24 MKT Advisors LLC 5.75% of their portfolio CARLSBAD, CA 809,577809.6k $18.5m $18.5m 5.75% Added +31.9k +31,926
25 Carnegie Investment Counsel 0.36% of their portfolio PEPPER PIKE, OH 775,246775.2k $17.7m $17.7m 0.36% Reduced -66.9k -66,901
26 Apella Capital, LLC 0.24% of their portfolio WEST HARTFORD, CT 738,612738.6k $16.9m $16.9m 0.24% Reduced -38.1k -38,082
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 730,648730.6k $16.7m $16.7m 0.01% Added +59.3k +59,260
28 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 711,891711.9k $16.3m $16.3m 0.02% Reduced -56.0k -55,955
29 MV CAPITAL MANAGEMENT, INC. 1.43% of their portfolio BETHESDA, MD 703,839703.8k $16.1m $16.1m 1.43% Added +8.2k +8,226
30 Stratos Wealth Partners, LTD. 0.16% of their portfolio BEACHWOOD, OH 702,959703.0k $16.1m $16.1m 0.16% Added +8.6k +8,636
31 Denver PWM, LLC 5.18% of their portfolio DENVER, CO 692,276692.3k $15.8m $15.8m 5.18% Added +23.5k +23,492
32 CreativeOne Wealth, LLC 0.31% of their portfolio OVERLAND PARK, KS 635,300635.3k $14.5m $14.5m 0.31% Added +159.1k +159,100
33 Scissortail Wealth Management, LLC 2.76% of their portfolio TULSA, OK 626,984627.0k $14.4m $14.4m 2.76% Added +13.9k +13,911
34 Delta Wealth Advisors LLC 9.54% of their portfolio INDIANAPOLIS, IN 583,557583.6k $13.4m $13.4m 9.54% Reduced -32.4k -32,369
35 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 559,719559.7k $12.8m $12.8m 0.02% Added +30.5k +30,521
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 512,575512.6k $11.7m $11.7m 0.00% Added +512.0k +512,021
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 511,804511.8k $11.7m $11.7m 0.00% Added +18.9k +18,871
38 Global Retirement Partners, LLC 0.18% of their portfolio San Rafael, CA 506,882506.9k $11.6m $11.6m 0.18% First filing
39 Wealth Management Strategies, Inc. 4.43% of their portfolio PITTSBURGH, PA 495,686495.7k $11.3m $11.3m 4.43% Reduced -20.1k -20,139
40 MONEY CONCEPTS CAPITAL CORP 0.52% of their portfolio PALM BEACH GARDENS, FL 493,201493.2k $11.3m $11.3m 0.52% Added +419.7k +419,741
41 Baltimore-Washington Financial Advisors, Inc. 0.42% of their portfolio Columbia, MD 489,313489.3k $11.2m $11.2m 0.42% Added +4.0k +3,983
42 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 485,021485.0k $11.1m $11.1m 0.05% Added +57.4k +57,366
43 Asset Advisors Investment Management, LLC 1.01% of their portfolio AUGUSTA, GA 480,912480.9k $11.0m $11.0m 1.01% Reduced -3.3k -3,293
44 Stratos Wealth Advisors, LLC 0.58% of their portfolio BEACHWOOD, OH 465,346465.3k $10.7m $10.7m 0.58% Reduced -136.5k -136,472
45 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 456,059456.1k $10.4m $10.4m 0.05% Added +424.4k +424,380
46 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 430,268430.3k $9.8m $9.8m 0.01% Reduced -24.4k -24,422
47 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 420,723420.7k $9.6m $9.6m 0.01% Reduced -52.7k -52,654
48 Archer Investment Corp 0.92% of their portfolio Carmel, IN 416,086416.1k $9.5m $9.5m 0.92% Added +200.9k +200,888
49 Asset Dedication, LLC 0.58% of their portfolio SAN FRANCISCO, CA 401,238401.2k $9.2m $9.2m 0.58% Added +54.3k +54,317
50 BIP Wealth, LLC 0.26% of their portfolio ATLANTA, GA 398,667398.7k $9.1m $9.1m 0.26% Reduced -131.4k -131,368
51 Midwest Professional Planners, LTD. 1.77% of their portfolio WAUSAU, WI 393,713393.7k $9.0m $9.0m 1.77% Added +28.9k +28,893
52 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 392,166392.2k $9.0m $9.0m 0.02% Added +9.2k +9,166
53 Mariner, LLC 0.01% of their portfolio Overland Park, KS 390,157390.2k $8.9m $8.9m 0.01% Added +7.1k +7,136
54 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 380,451380.5k $8.7m $8.7m 0.02% Reduced -15.3k -15,253
55 TITLEIST ASSET MANAGEMENT, LLC 0.58% of their portfolio SAN ANTONIO, TX 376,752376.8k $8.6m $8.6m 0.58% Reduced -109.4k -109,357
56 Tower Research Capital LLC (TRC) 0.21% of their portfolio NEW YORK, NY 376,204376.2k $8.6m $8.6m 0.21% New
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 342,593342.6k $7.8m $7.8m 0.00% Added +316.4k +316,437
58 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 342,428342.4k $7.8m $7.8m 0.01% Added +4.0k +3,962
59 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 339,954340.0k $7.8m $7.8m 0.01% Reduced -300.2k -300,205
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 333,675333.7k $7.6m $7.6m 0.00% Added +5.3k +5,296
61 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 327,147327.1k $7.5m $7.5m 0.01% Added +21.6k +21,576
62 REBALANCE, LLC 0.35% of their portfolio PALO ALTO, CA 288,882288.9k $6.6m $6.6m 0.35% Added +39.2k +39,215
63 Juno Financial Group LLC 2.21% of their portfolio RICHMOND, VA 271,652271.7k $6.2m $6.2m 2.21% Reduced -93.3k -93,342
64 Mesirow Financial Investment Management, Inc. 0.10% of their portfolio CHICAGO, IL 264,827264.8k $6.1m $6.1m 0.10% Reduced -23.9k -23,896
65 CENTRAL TRUST Co 0.11% of their portfolio JEFFERSON CITY, MO 254,755254.8k $5.8m $5.8m 0.11% Reduced -12.8k -12,778
66 Belpointe Asset Management LLC 0.19% of their portfolio RENO, NV 247,521247.5k $5.7m $5.7m 0.19% Added +19.3k +19,285
67 LEAVELL INVESTMENT MANAGEMENT, INC. 0.19% of their portfolio MOBILE, AL 228,759228.8k $5.2m $5.2m 0.19% Reduced -1.1k -1,064
68 Trinity Wealth Management, LLC 1.61% of their portfolio BERWYN, PA 221,872221.9k $5.1m $5.1m 1.61% Reduced -42.8k -42,840
69 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 219,815219.8k $5.0m $5.0m 0.02% Added +4.1k +4,119
70 PSI Advisors, LLC 1.11% of their portfolio TAMPA, FL 209,262209.3k $4.8m $4.8m 1.11% Reduced -132.6k -132,607
71 Sound View Wealth Advisors Group, LLC 0.29% of their portfolio SAVANNAH, GA 201,456201.5k $4.6m $4.6m 0.29% Reduced -290.4k -290,413
72 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 200,009200.0k $4.6m $4.6m 0.01% Added +32.4k +32,420
73 Stockman Wealth Management, Inc. 0.44% of their portfolio BILLINGS, MT 186,919186.9k $4.3m $4.3m 0.44% Reduced -7.5k -7,526
74 Accretive Wealth Partners, LLC 1.02% of their portfolio PARSIPPANY, NJ 183,636183.6k $4.2m $4.2m 1.02% Added +30.4k +30,392
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 178,350178.3k $4.1m $4.1m 0.00% Added +45.5k +45,495
76 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 174,475174.5k $4.0m $4.0m 0.04% Added +48.7k +48,711
77 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 173,545173.5k $4.0m $4.0m 0.01% Reduced -26.7k -26,704
78 Americana Partners, LLC 0.09% of their portfolio Houston, TX 167,624167.6k $3.8m $3.8m 0.09% Reduced -11.2k -11,174
79 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 166,312166.3k $3.8m $3.8m 0.01% Reduced -41.4k -41,425
80 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 159,163159.2k $3.6m $3.6m 0.00% Added +4.7k +4,745
81 HOWLAND CAPITAL MANAGEMENT LLC 0.13% of their portfolio BOSTON, MA 155,612155.6k $3.6m $3.6m 0.13% Reduced -5.1k -5,053
82 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 152,013152.0k $3.5m $3.5m 0.03% Reduced -13.7k -13,709
83 Lantz Financial LLC 0.64% of their portfolio NAPERVILLE, IL 151,949151.9k $3.5m $3.5m 0.64% Added +16.7k +16,656
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 151,654151.7k $3.5m $3.5m 0.00% Added +63.0k +62,993
85 BAILARD, INC. 0.07% of their portfolio Foster City, CA 148,872148.9k $3.4m $3.4m 0.07% Reduced -1.5m -1,457,312
86 Gradient Investments LLC 0.04% of their portfolio ARDEN HILLS, MN 141,116141.1k $3.2m $3.2m 0.04% Reduced -7.3k -7,278
87 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 139,256139.3k $3.2m $3.2m 0.00% Added +35.6k +35,634
88 LITTLEJOHN FINANCIAL SERVICES, INC. 2.25% of their portfolio ROSEBURG, OR 135,073135.1k $3.1m $3.1m 2.25% Reduced -3.5k -3,498
89 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 133,965134.0k $3.1m $3.1m 0.00% Reduced -3.9k -3,935
90 SIGNATUREFD, LLC 0.04% of their portfolio ATLANTA, GA 133,677133.7k $3.1m $3.1m 0.04% Reduced -20.6k -20,568
91 True Link Financial Advisors, LLC 0.17% of their portfolio SAN FRANCISCO, CA 127,979128.0k $2.9m $2.9m 0.17% Reduced -32.5k -32,529
92 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 127,430127.4k $2.9m $2.9m 0.06% Added +107.6k +107,642
93 Eldridge Investment Advisors, Inc. 0.55% of their portfolio MANCHESTER, NH 122,417122.4k $2.8m $2.8m 0.55% Reduced -77.9k -77,884
94 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 117,696117.7k $2.7m $2.7m 0.01% Reduced -989 -989
95 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 117,535117.5k $2.7m $2.7m 0.03% Added +4.9k +4,923
96 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 116,619116.6k $2.7m $2.7m 0.00% Added +8.1k +8,123
97 Centennial Advisors, LLC 3.16% of their portfolio AUSTIN, TX 115,612115.6k $2.6m $2.6m 3.16% Added +8.3k +8,295
98 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 114,858114.9k $2.6m $2.6m 0.01% Reduced -18.2k -18,198
99 KOM Wealth Management Group, LLC 1.57% of their portfolio APPLETON, WI 113,843113.8k $2.6m $2.6m 1.57% Reduced -48.2k -48,242
100 Csenge Advisory Group 0.10% of their portfolio CLEARWATER, FL 112,653112.7k $2.6m $2.6m 0.10% Added +27.1k +27,089